Foresight Global Investors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Foresight Global Investors, Inc. reported 41 stock positions worth $208.0 million. Its top holding was Sap SE-Sponsored ADR (SAP) at 11.6% of the portfolio, followed by Sony Group Corp. - SP ADR (SONY, 11.1%) and Canadian Natl Railway (CNI, 8.8%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 10 and reduced 8. The biggest buy was Canadian Natl Railway (CNI, shares +163%) and the biggest sale an exit from Can Imperial BK of Commerce (CM).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $208.0M (Q2 2024)
- SEC Filing
- 0001754960-24-000408 ↗ filed Aug 9, 2024
Holdings Value
Holdings 41 stocks · $208.0M
| SAP Sap SE-Sponsored ADR | 11.58% | 119,406 | $24.1M | Add +5.4% |
| SONY Sony Group Corp. - SP ADR | 11.07% | 271,199 | $23.0M | Add +12.4% |
| CNI Canadian Natl Railway Co. | 8.81% | 155,094 | $18.3M | Add +163.3% |
| NVS Novartis AG-Sponsored ADR | 8.77% | 171,296 | $18.2M | Reduce -13.2% |
| SDRL Seadrill Limited | 8.72% | 352,237 | $18.1M | Add +1.4% |
| HDB HDFC Bank Ltd.-ADR | 7.53% | 243,461 | $15.7M | Add +19.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 6.98% | 101,702 | $14.5M | Reduce -31.7% |
| BP BP PLC-Spons ADR | 5.34% | 307,647 | $11.1M | No change |
| TS Tenaris SA-ADR | 5.16% | 351,954 | $10.7M | Reduce -0.1% |
| TECK Teck Resources Ltd.-CLS B | 5.07% | 220,379 | $10.6M | Add +138.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 2.26% | 434,927 | $4.7M | Add +19.5% |
| BAX Baxter International Inc. | 0.90% | 55,850 | $1.9M | Add +75.6% |
| CASY Casey's General Stores Inc. | 0.86% | 4,670 | $1.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.79% | 8,972 | $1.6M | Add +14.3% |
| JPM JPMorgan Chase & Co. | 0.78% | 8,070 | $1.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 9,320 | $1.6M | No change |
| LPLA LPL Financial Holdings Inc. | 0.74% | 5,549 | $1.5M | No change |
| XOM Exxon Mobil Corp. | 0.74% | 13,341 | $1.5M | No change |
| SHEL Shell PLC-ADR | 0.71% | 20,394 | $1.5M | New |
| ADI Analog Devices Inc. | 0.70% | 6,426 | $1.5M | No change |
| V Visa Inc. Class A | 0.70% | 5,555 | $1.5M | No change |
| ELV Elevance Health Inc. | 0.69% | 2,645 | $1.4M | No change |
| CTVA Corteva Inc. | 0.67% | 25,968 | $1.4M | No change |
| BA The Boeing Co. | 0.66% | 7,575 | $1.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 3,356 | $1.4M | Reduce -17.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.65% | 23,319 | $1.4M | No change |
| FIS Fidelity National Info Serv | 0.64% | 17,565 | $1.3M | No change |
| RTO Rentokil Initial PLC-SP ADR | 0.63% | 44,521 | $1.3M | No change |
| WFC Wells Fargo & Co. | 0.62% | 21,820 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.62% | 5,690 | $1.3M | No change |
| EXPE Expedia Group Inc. | 0.59% | 9,770 | $1.2M | New |
| MRK Merck & Co. Inc. | 0.58% | 9,675 | $1.2M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.56% | 17,820 | $1.2M | Reduce -41.9% |
| IQV Iqvia Holdings Inc. | 0.55% | 5,413 | $1.1M | No change |
| LH Labcorp Holdings Inc. | 0.54% | 5,475 | $1.1M | New |
| GE General Electric filed as GE AEROSPACE | 0.50% | 6,550 | $1.0M | Reduce -20.1% |
| META Meta Platforms Inc. Class A | 0.48% | 2,000 | $1.0M | New |
| GEV GE Vernova Inc. | 0.46% | 5,549 | $952K | Add +170.7% |
| MUR Murphy Oil Corp. | 0.43% | 21,560 | $889K | New |
| MU Micron Technology Inc. | 0.25% | 4,025 | $529K | Reduce -58.3% |
| JD Jd.com Inc.-ADR | 0.23% | 18,537 | $479K | Reduce -48.8% |
Portfolio Sells Q1 2024 → Q2 2024
| CM Can Imperial BK of Commerce | Sold out | 0.00% | −7.45 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -31.7% | 6.98% | −2.43 |
| TS Tenaris SA-ADR | Reduce -0.1% | 5.16% | −1.65 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.69 |
| RTX RTX Corp. | Sold out | 0.00% | −0.67 |
| NVS Novartis AG-Sponsored ADR | Reduce -13.2% | 8.77% | −0.63 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.62 |
| TGT Target Corp. | Sold out | 0.00% | −0.52 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -41.9% | 0.56% | −0.40 |
| MU Micron Technology Inc. | Reduce -58.3% | 0.25% | −0.31 |
| JD Jd.com Inc.-ADR | Reduce -48.8% | 0.23% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.8% | 0.66% | −0.19 |
| GE General Electric | Reduce -20.1% | 0.50% | −0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| CNI Canadian Natl Railway Co. | Add +163.3% | 8.81% | +4.99 |
| TECK Teck Resources Ltd.-CLS B | Add +138.8% | 5.07% | +2.99 |
| HDB HDFC Bank Ltd.-ADR | Add +19.8% | 7.53% | +1.93 |
| SONY Sony Group Corp. - SP ADR | Add +12.4% | 11.07% | +0.89 |
| SHEL Shell PLC-ADR | New | 0.71% | +0.71 |
| SAP Sap SE-Sponsored ADR | Add +5.4% | 11.58% | +0.70 |
| BA The Boeing Co. | New | 0.66% | +0.66 |
| EXPE Expedia Group Inc. | New | 0.59% | +0.59 |
| LH Labcorp Holdings Inc. | New | 0.54% | +0.54 |
| META Meta Platforms Inc. Class A | New | 0.48% | +0.48 |
| MUR Murphy Oil Corp. | New | 0.43% | +0.43 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +19.5% | 2.26% | +0.43 |
| GEV GE Vernova Inc. | Add +170.7% | 0.46% | +0.28 |
| BAX Baxter International Inc. | Add +75.6% | 0.90% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +14.3% | 0.79% | +0.20 |
| SDRL Seadrill Limited | Add +1.4% | 8.72% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $165.0M | NVS, AZN, HSBC, SONY, DB |
| Q1 2026 | 29 | $154.0M | AZN, NVS, HSBC, NVO, RIO |
| Q4 2025Amended | 27 | $212.5M | AZN, NVS, HSBC, SONY, NVO |
| Q3 2025 | 33 | $168.4M | SONY, NVS, AZN, STM, CNI |
| Q2 2025 | 11 | $140.8M | SONY, NVS, STM, NVO, CNI |
| Q1 2025 | 12 | $142.2M | SONY, NVS, SAP, CNI, HDB |
| Q4 2024 | 12 | $136.9M | SAP, SONY, NVS, CNI, HDB |
| Q3 2024 | 45 | $184.4M | SAP, NVS, SONY, CNI, HDB |
| Q2 2024 | 41 | $208.0M | SAP, SONY, CNI, NVS, SDRL |
| Q1 2024 | 39 | $203.1M | SAP, SONY, NVO, NVS, SDRL |